25 min
Dirty Little Secret Investment Answers Podcast
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- Educação
Welcome to the Investment Answers Podcast. Your hosts are Travis Terlau, Certified Financial Planner™, an Independent Investment Advisor Representative, licensed insurance agent, founder and CEO, along with Kelly Terlau Chief Operations Officer of Investment Answers®. We are a real couple that owns an actual financial planning firm. Whether you’re just getting started with setting the foundation for your lifelong financial wellness or if you’ve been saving and investing over your lifetime, we’re here to help.
On this (first!) episode we discuss:
Who we are When saving for college, parents typically save more for their sons than their daughters How the savings gap can happen on accident Strategies we use to overcome potential savings gaps for our children All About The Numbers: 2018 Tax Reform Income Brackets Articles Referenced:
College-Savings Imbalance: Parents Put Aside More for Sons Than Daughters by Cheryl Winokur Munk, Wall Street Journal, 11/5/17 https://goo.gl/GJ7XWd
College Savings Gender Divide: Readers Weigh In, Wall Street Journal, 12/3/17 https://goo.gl/tgsBwH
Investment advisory services are offered through Investment Answers Capital, LLC dba Investment Answers. Investment Answers Capital, LLC is a registered investment adviser domiciled in the state of Kentucky and appropriately registered in all states in which it conducts business. Insurance services are offered separately through Brookstone Financial, LLC d/b/a Investment Answers, an affiliated entity of Investment Answers Capital, LLC. R. Travis Terlau is a registered investment adviser representative of Investment Answers Capital, LLC, and a licensed insurance agent of Brookstone Financial, LLC. For more information, please visit the website at www.investmentanswers.net. (5.5.2024)
This information is intended for entertainment or educational purposes only. Opinions, rules, regulations and laws expressed are subject to change without notice and are not intended as individualized investment or tax advice. Past performance does not predict or guarantee future results. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. These are the general views and understandings of Investment Answers and should not be construed as personalized investment or tax advice. Consult a qualified financial professional before making any financial decision.
Welcome to the Investment Answers Podcast. Your hosts are Travis Terlau, Certified Financial Planner™, an Independent Investment Advisor Representative, licensed insurance agent, founder and CEO, along with Kelly Terlau Chief Operations Officer of Investment Answers®. We are a real couple that owns an actual financial planning firm. Whether you’re just getting started with setting the foundation for your lifelong financial wellness or if you’ve been saving and investing over your lifetime, we’re here to help.
On this (first!) episode we discuss:
Who we are When saving for college, parents typically save more for their sons than their daughters How the savings gap can happen on accident Strategies we use to overcome potential savings gaps for our children All About The Numbers: 2018 Tax Reform Income Brackets Articles Referenced:
College-Savings Imbalance: Parents Put Aside More for Sons Than Daughters by Cheryl Winokur Munk, Wall Street Journal, 11/5/17 https://goo.gl/GJ7XWd
College Savings Gender Divide: Readers Weigh In, Wall Street Journal, 12/3/17 https://goo.gl/tgsBwH
Investment advisory services are offered through Investment Answers Capital, LLC dba Investment Answers. Investment Answers Capital, LLC is a registered investment adviser domiciled in the state of Kentucky and appropriately registered in all states in which it conducts business. Insurance services are offered separately through Brookstone Financial, LLC d/b/a Investment Answers, an affiliated entity of Investment Answers Capital, LLC. R. Travis Terlau is a registered investment adviser representative of Investment Answers Capital, LLC, and a licensed insurance agent of Brookstone Financial, LLC. For more information, please visit the website at www.investmentanswers.net. (5.5.2024)
This information is intended for entertainment or educational purposes only. Opinions, rules, regulations and laws expressed are subject to change without notice and are not intended as individualized investment or tax advice. Past performance does not predict or guarantee future results. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. These are the general views and understandings of Investment Answers and should not be construed as personalized investment or tax advice. Consult a qualified financial professional before making any financial decision.
25 min